Solana DeFi Analyst

Joined May 2023
122 Photos and videos
Pinned Tweet
9 Jul 2025
Here’s a 30 second recap of what went down in Solana DeFi last week. I tracked unique users, transactions, volume, and protocol growth. Plus, I built a dashboard so you can explore the data yourself. Let's get into it 👇 0/6 🧵
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Ruthie retweeted
In 2025, non-USD stablecoins grew faster than USD stablecoins (90% v 42% YoY) non-USD markets are still nascent but we're seeing more use cases come to life as liquidity expands onchain.
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Ruthie retweeted
Built a dashboard to track first-time wallets making big moves on Polymarket 🔍 The idea is simple, when a brand new wallet drops $5k on a prediction market as their first ever trade, it's worth paying attention to. Could be noise. Could be insiders. You decide 👀
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Omg 💔 This makes me so sad. I've followed SolanaFloor for so long and was even looking to join the team because their research is unmatched. They are true Solana OGs. Sending strength to the whole crew. ❤️
Today we are announcing that SolanaFloor will be winding down operations, effective immediately. Since its founding, SolanaFloor has worked to document and contextualize the growth of the Solana ecosystem. What began as a small X account grew into one of the most widely read and watched media platforms covering Solana. Following recent events impacting our parent company, Step Finance, we explored paths to continue operating but were ultimately unable to find a sustainable way forward. We are deeply grateful to our readers, viewers, guests, partners, and the broader Solana community for trusting us and being part of this journey. SolanaFloor will no longer publish new content, but our existing website, videos, and newsletters will remain available as an archive. Thank you for being part of SolanaFloor.
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This is still relevant in this dip.
Solana DEXs processed $90B in trading volume in a single week. That's ~$10-13B flowing through DeFi every single day.
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Solana DEXs processed $90B in trading volume in a single week. That's ~$10-13B flowing through DeFi every single day.
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Everyone is obsessed with Solana’s TVL hitting new highs. As a researcher, I think TVL is a lagging, often ‘ lazy’ metric. I’d rather see a $5B chain with high capital velocity and organic fee generation than a $20B chain where capital just sits in static lending vaults.
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Meteora had the highest holiday trading activity with a 47.2% market share outpacing Raydium, Whirlpool, and others.
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Ruthie retweeted
"What resources can you recommend for me to start learning?" This and some other questions were what I kept on getting when I started my onchain analytics learning challenge. Now I'll just state the resources I started with. I started with these two SQL lessons that @Ruthycrypt suggested when I DM'ed her for guidance. app.datacamp.com/learn/cours… app.datacamp.com/learn/cours… I also practiced with w3schools.com/sql/ which made my journey kind of easy. I watched some YouTube videos especially from the @Dune channel where I started from Dune 101 and watched some other videos on that channel too. From there I started practicing by getting codes from ChatGPT. (This can be so stressful because I spent more time debugging that I get frustrated sometimes 😂). But it's kind of fun, I just made sure I know how to write that particular code I got from ChatGPT so I won't go back to it again. You can read this guide by @defi__josh, x.com/i/status/1955893396519… I found it super helpful. Also try to connect with top analysts like @onreeel @reelanalyst3 @GidiRphotos @0xTobey and many others out there so you can leverage their guidance to avoid being burned out. While you're practicing you can also try going through dashboards and queries written by other analysts. It helps too. The bottom line is just to ➜ Understand the basics of SQL ➜ Understand the @Dune interface or any tool you want to use and how to navigate. ➜ Practice as you learn ➜ Connect with top analysts While all these might be helpful, there's still nothing that'll equate getting it directly from the source where majority of analysts learnt from. So the community is @AnalyticSages and they're hosting a class by February, registration is ending by January. I'll be joining the cohort even If I don't have the access fee yet because it's the fastest way to achieve what I want to be as an analyst. Leveraging on others knowledge. I hope I'm able to help with this, kindly drop HI in the comments if you're an analyst or learning. I want to create an X list to connect with you personally. You can also reach out to me if you're just starting out, my DM is open and I'm willing to help too. Kindly like and retweet so others won't miss it too.

14 Aug 2025
📍 How to go from beginner to pro Web3 Data analyst building on Dune in 30 days 📍 . A few weeks ago, someone DMed me: ==> “Josh, I want to build dashboards like yours… but Dune looks intimidating. Where do I even start?” . I get it. When I first opened Dune, I stared at the blank query editor like it was a wall of hieroglyphics. I didn't even take using Dune seriously till about 8 weeks ago..bcos it seemed really difficult to use. . For example: (Trino SQL syntax looked really complicated...and how Dune stores tables, e.g, erc721_{{chain}}.evt_transfer table for NFT mints, solana_utils.daily_balances table for token holders for sol token current holders or dune.ton_foundation.result_ton_jettons_metadata_latest_values table for validator stake amounts and performance metrics on TON, etc...). . Like fr, even before you begin building, you'll be so scared and even have a headache, even if you're an OG analyst in Web2...lol ••——•• 📝 But here’s the thing — you don’t need to know everything to start building. You just need a focused plan. Here’s the 30-day path I recommend to anyone starting: 💎 Week 1: Learn basic SQL (SELECT, WHERE, GROUP BY, JOIN) Pick one blockchain to focus on (Ethereum, Ronin, Solana, etc.) 💎 Week 2: Explore Dune’s public queries for that chain. Know how to search for other people's queries/dashboards and learn their thought process, SQL syntaxes/dune tables they used, and how they solved a major business problem with it. Try editing small parts to see how the output changes. 💎 Week 3: Build your first mini dashboard answering 1–2 simple questions (Example: My early retention analysis on Ronin Games – dune.com/defi__josh/ronin-ga… ) 💎 Week 4: Tackle a bigger question that needs multiple tables and transformations (Example: My $KTTY World analysis – dune.com/defi__josh/ktty-wor… or TVL calculation of Conduit hub bridge contracts - dune.com/defi__josh/conduit-… ) . By Day 30, you might not be an expert… but you’ll have something to show — and that’s worth more than perfect theory. Don’t overthink it. Start small, stay consistent, and build as you learn. You'll be surprised how far you've gone 1-2 months after. 💯 . Your first dashboard won’t be perfect. Neither was mine. 😉 ...but within 8 weeks of using Dune consistently, I've gotten some big wins including being featured on Dune Digest 17 - x.com/Dune/status/1941542667… , given a shout out on Dune's ALL HANDS, received a wonderful recognition gift from Dune x.com/defi__josh/status/1950… and many more big Wins 💯. It all began with me taking the bold step to grind relentlessly... You, too, can do much more 💯 Just get started and 100% locked in. 🔥 Gm Gm Gm 😉
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Ruthie retweeted
26 Dec 2025
We asked the Solana community what they're excited about in 2026. Here's what they said: @sagewilyam: "Bringing every asset in the world and trading them at the speed of light" @laBananeCrypto: "Day-one listings on Solana" @swen_sjn: "Solana being cheaper than L2s for launching new coins and markets" @visual0x: "Bringing perpetuals traders back home to Solana" @ted_livingston: "Alpenglow!" @spacemandev: "Privacy redefining what is possible" @schniib: "Ownership coins & Futarchy" @janbtc: "Startup IPOs on Solana" @centrifuge: "Tokenization shifting from pilots to repeatable infrastructure" @joinearlybird: "Internet capital markets" @yashhsm: "Novel DeFi to enable Store of Value" @doublezero: "A new internet" @iirfan: "New mobile experiences" @celstialbody: "It will always be art" @pipenetwork: "Validators becoming more profitable with async execution" @JatevoId: "x402 on Solana: pay per inference" @huntonraptor: "Prediction markets can expand from event betting into high-frequency hedging instruments" @Ayyanrahman: "Crypto leading TradFi" @adhcrypto: "Shipping hardware on Solana" @techsavvyy02: "DePINs on Solana" @block_murthy: "Real consumer dApps" @Dvymtar: "Invisible adoption by companies that dont want to build their own tech stacks" @martinvmorales: "Breakpoint 26: getting to meet people irl is beautiful" What are you excited about?
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15 Dec 2025
Solana DEX hit $52B in the last 7 days, the highest in a month. Fewer traders, bigger trades, and capital rotating to core DEXs 👇
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15 Dec 2025
PumpSwap leads at 35.5% while Raydium reclaimed 25.2% in the last 7 days. Capital is rotating back toward established DEX infrastructure.
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13 Dec 2025
What stands out to me here is how much of this is infrastructure-driven.
13 Dec 2025
5 important things that happened on solana - prop amms getting into perps - kalshi tokenizing pred markets - l1 coins (xrp, mon, zec) being listed - jp morgan others - borrow/lend competition markets for everything in 1 place and fd now live no more memecoins only top 2
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8 Dec 2025
Here's a 30-second recap of what went down on Solana DeFi last week. I analyzed all metrics using @Dune Let's see what the data says👇
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8 Dec 2025
Missed last week's recap? catch it up here 👇 x.com/Ruthycrypt/status/1995…

1 Dec 2025
Here's a 30-second recap of what went down on Solana DeFi last week. I analyzed volume, active users, and transaction counts using @Dune Let's get into it 👇
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